Creative Planning
SLB icon

Creative Planning’s SLB Ltd SLB Stock Holding History

Creative Planning’s Portfolio SLB Stock Details SLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-200
Closed -$1.25K – 4085
2025
Q3 		$1.25K Buy
+200
New +$6.96K ﹤0.01% 3891
2023
Q1 		– Sell
-300
Closed -$1.59K – 2766
2022
Q4 		$1.59K Buy
+300
New +$14.9K ﹤0.01% 2436
2015
Q2 		– Sell
-500
Closed -$3K – 2700
2015
Q1 		$3K Buy
+500
New +$41.6K ﹤0.01% 3770

Other funds holding SLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's SLB Position: Q1 2026 in Review

Creative Planning increased its SLB Ltd (SLB) stake by 17% in Q1 2026, buying an estimated $2.73M and bringing the position to 394,630 shares worth $20.3M. The position accounts for 0.01% of the portfolio, ranked #447.

Creative Planning first reported a position in SLB in Q2 2013 and has held it in 52 quarters since. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Creative Planning held 394,630 shares of SLB Ltd worth $20.3M as of Q1 2026.
  • Creative Planning bought 56,202 SLB Ltd shares in Q1 2026, an estimated $2.73M.
  • SLB Ltd made up 0.01% of Creative Planning's portfolio in Q1 2026, its #447 holding.
  • Creative Planning first reported a position in SLB Ltd in Q2 2013 and has held it in 52 quarters since.
  • 1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.